
Sign up to save your podcasts
Or


After wrapping up some incredible masterminds, Matthew and Micah come back today excited to talk about how to communicate with clients when their accounts go down in value. Rather than giving clients a 72-page document on probabilities of success, there are some key ways to prepare them and set expectations reasonably to make these conversations clearer.
You can find show notes and more information by clicking here: https://bit.ly/3snVcIX
By Matthew Jarvis, CFP® & Micah Shilanski, CFP®4.8
458458 ratings
After wrapping up some incredible masterminds, Matthew and Micah come back today excited to talk about how to communicate with clients when their accounts go down in value. Rather than giving clients a 72-page document on probabilities of success, there are some key ways to prepare them and set expectations reasonably to make these conversations clearer.
You can find show notes and more information by clicking here: https://bit.ly/3snVcIX

137 Listeners

806 Listeners

194 Listeners

284 Listeners

679 Listeners

2,029 Listeners

2,112 Listeners

918 Listeners

246 Listeners

115 Listeners

338 Listeners

129 Listeners

134 Listeners

48 Listeners

150 Listeners